Tactex Asset Management Overview

  • Founded
  • 2011
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Latest Deal Amount
  • $81.3M
Latest Deal Amount

Tactex Asset Management General Information

Description

Provider of discretionary portfolio management services designed for Canadian investors who are focused on achieving their long-term investment goals. The company operates numerous mutual funds through a combination of multiple assets including debt, preferred shares, common shares, alternative investments, and other financial instruments, offering high added value in terms of the risk/return ratio compared to traditional balanced funds, enabling investors to improve diversification and increase the opportunity set of value investments.

Contact Information

Website
www.tactex.ca
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 642 Rue de Courcelle
  • Suite 404
  • Montreal, Quebec H4C 3C5
  • Canada
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Tactex Asset Management Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Merger/Acquisition 09-May-2017 $81.3M 000.00 Completed Generating Revenue
1. Early Stage VC 31-Mar-2011 Completed Generating Revenue
To view Tactex Asset Management’s complete valuation and funding history, request access »

Tactex Asset Management Executive Team (12)

Name Title Board Seat Contact Info
David Fortin Portfolio Manager, Investments, Chief Operating Officer, Chief Compliance Officer
Maria Kotsoros Controller
Philippe Leroux Exempt Market Dealer & General Counsel
Todd Beallor Exempt Market Dealer & Portfolio Manager
Aubin Kenné Exempt Market Dealer & Operations Manager
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Tactex Asset Management Former Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Tactico Inc. Venture Capital Minority 000 0000 000000 0
To view Tactex Asset Management’s complete investors history, request access »

Tactex Asset Management Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000 000000 23-Jan-2014 00 000000000000000 00.00 Financial Software 0000 000000 00.0
Tick Data 11-Apr-2013 Buyout/LBO Media and Information Services (B2B)
To view Tactex Asset Management’s complete investments history, request access »

Tactex Asset Management Subsidiaries (1)

Company Name Industry Location Founded
0000000 000. Venture Capital Montreal, Canada 0000
To view Tactex Asset Management’s complete subsidiaries history, request access »

Tactex Asset Management Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 0000 000000 23-Jan-2014 00 000000000000000 00.00 Completed
  • 3 buyers
Tick Data 11-Apr-2013 Buyout/LBO Completed
  • 3 buyers
To view Tactex Asset Management’s complete exits history, request access »